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1. Create a financial account

ObservedcreateFinancialAccount mutation captured from /admin/company/bank-details.

Why

A business unit (organization) must be linkable to a bank account (IBAN/BIC) for collections and for mentions on notices/receipts.

Prerequisites

  • API token
  • Valid IBAN / BIC (anonymized here)

Step — Create the account

mutation createFinancialAccount($financialAccount: FinancialAccountInput!) {
createFinancialAccount(financialAccount: $financialAccount) {
id
iban
bic
bankName
accountHolderName
isPrimaryAccount
}
}
{
"financialAccount": {
"bankName": "Example Bank",
"bic": "BNPAFRPP",
"iban": "FR76XXXXXXXXXXXXXXXXXXXXXXX",
"isPrimaryAccount": false,
"bankAddress": {}
}
}

Update

Observed mutation: updateFinancialAccount(id, financialAccount).

Next

Keep financialAccountIdCreate a business unit.

Schema: createFinancialAccount · domain Banking / Organization.